Vertex O is an excellent resource for sales and use tax
August 22, 2018

Vertex O is an excellent resource for sales and use tax

Lisa Wolfinger, CPA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We use it to calculate sales tax for US and worldwide sales. We also use it for sales tax exemption.


  • It is easy to use and user-friendly.
  • It is accurate for calculating sales tax.
  • It is easy to update if information is revised.


  • We are hoping to use Vertex O for filing sales and use tax returns.
  • I wish some processes could be streamlined to make updating info faster.
  • Sometimes you can't update info- you have to delete the record. I wish we could always revise info instead of deleting.
  • It is helpful for calculating sales tax for our sales tax returns.
  • It is helpful for tracking sales tax exemption certificates.
I don't know if we have tried to find an alternative to Vertex O.
  • We once tried to integrate for filing sales and use tax returns and we are going to try again soon.
It could be very difficult because we use Excel worksheets for our financial data and the data has to be uploaded to Vertex. We are concerned that it won't upload correctly.
Support is excellent. We have someone on staff who is an expert so we go to him for questions or concerns.
We are hoping that Vertex O will help us to automate sales and use tax. Right now we do everything manually.
The vendor who provided training to our group was excellent!
We have used Vertex for years and we will stick with it.
For sales tax exemption certificates. It is an easy way to track the certificates. They will stop giving exemption when they expire in Vertex.


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